Axogen (AXGN) Slid on a Weaker Than Expected Gross Margin
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Balyasny Asset Management Dmitry Balyasny | 1,931,158 | $20,953,064 | +184% | 0.03% |
2. | Soleus Capital Guy Levy | 1,459,395 | $15,834,436 | +1% | 1.05% |
3. | Armistice Capital Steven Boyd | 1,111,319 | $12,057,811 | +107% | 0.21% |
4. | DAFNA Capital Management Nathan Fischel | 741,782 | $8,048,335 | +9% | 2.22% |
5. | Parkman Healthcare Partners Greg Martinez | 674,551 | $7,318,878 | +26% | 0.84% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$10.50 | 2,525 | $26,512.50 | 25,082 | 2024-08-08 | Filing | |
$6.22 | 10,000 | $62,240.00 | 80,342 | 2023-09-06 | Filing | |
$6.56 | 10,000 | $65,600.00 | 10,000 | 2023-08-23 | Filing | |
$6.11 | 10,000 | $61,100.00 | 68,259 | 2023-08-16 | Filing | |
$14.10 | 14,170 | $199,797.00 | 15,535 | 2019-08-12 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$18.00 | 736 | $13,248.74 | 1,557 | 2025-10-06 | Filing | |
$18.21 | 14,571 | $265,282.54 | 2,293 | 2025-10-03 | Filing | |
$18.21 | 7,600 | $138,367.12 | 0 | 2025-10-03 | Filing | |
$18.01 | 7,620 | $137,200.39 | 16,864 | 2025-10-02 | Filing | |
$18.01 | 2,400 | $43,224.00 | 7,600 | 2025-10-02 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 1,289,072 | $22,997,044 | 0.03% | |
2. | 58,640 | $1,046,138 | 0.01% | |
3. | 22,838 | $407,430 | 0% | |
4. | 4,800 | $85,632 | 0% | |
5. | 1,500 | $26,760 | 0.02% |